jburwen.bsky.social
Energy storage, power markets, clean energy transition, & public policy are my jam. VP Policy & Strategy at GridStor. Appreciator of fine memes, TILs on history and science, and think pieces on generative AI.
81 posts
2,610 followers
548 following
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Active Commenter
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I think it’s a good thing to have organizations with visibility standing up for rule of law.
Purity tests aren’t really helpful now
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Even before the elections, long factory timelines and delays were pushing past the start of 45X phase-out, reducing companies' willingness to commit fully. But yes, the policy uncertainty is corrosive to investment & actually building domestic battery supply
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Hey Jason -
Looks like they're still up over here: www.irs.gov/inflation-re...
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Per
@azevin.bsky.social
some of this is likely intentional ambiguity/strategic. Uncertainty is used as a cudgel, raising risk on IRA tax incentives can reduce investment even if nothing actually happens
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Also, not using pre 2021 LG NMC batteries will help
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And for days after too, presumably
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I used to side eye it as well. But honestly I think there’s enormous value in even just attempting to do it, given the technology and systems we’d do a ton of RD&D spend on and the benefits we’d get from learning to work with power wirelessly
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So now we are going to fight about making ancillaries like DRRS a quasi capacity payment
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I mean, what really stopped it was the legislature imposing a statutory cost cap that rendered the program infeasible
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You should totally write this book. It would be such a fun and fascinating read!
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But only for projects < 5 MW, right? Or would multiple 5 MW units each be able to count an interconnection property they share?
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Really a fan of @jacobmays.bsky.social work, esp this banger on interconnection doi.org/10.1109/TEMP...
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I think we need an electricity market wonks list eh
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One day one of us will take down an Entergy gas build, it was foretold
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The sensei continues to teach!
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PAC’s 2024 IRP Update is as close to a middle finger as I’ve seen
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I'm game if you are man. Other PDX #EnergySky folks reach out if you're around tonight!
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wut
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Whats the reasoning? Trying to make products more expensive ahead of tariffs...?
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Any idea if vendors have roadmaps to address tech performance issues? Any sense if transmission customers have a lagging perception compared to state of the art offerings?
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Honest Q: why isn't every transmission reconductoring happening at scale if its such a big unlock? Are the suppliers not yet mature? Tech issues/tradeoffs that don't get a lot of discussion? Misalignment of utility incentives? Lack of insurable track record? Impractical to take lines out of service?
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If we were hoping for someone serious I'd think Paul Dabbar would be good
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It's gonna be Schellenberger isn't it
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You welcoming us #energystorage policy/markets types?
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What y'all say? Hey Love on Burnside at 6 on Monday? Who else is in PDX?
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cc @brendan.bsky.social know anyone else on here that's in PDX?
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Two notes:
* Everyone who hated the PCM missed that it was trying to do just that—price signal for capacity without requiring deliverability. But it’s now dead.
* ERCOT itself will soon be required to expedite gas gen awarded TEF loans to the front of the line, open access on the ropes there too